Advisor serving an underserved boomer market
By Maria WoodJames R. Veal, founder and managing member of JRV Wealth Management Group, LLC in Philadelphia, has built his client base by reaching out to a subsector of the boomer market that he feels needs it most: the African-American community.
April 03, 2011
Don't Check Common Sense at the DoorAs markets and products gain in popularity, the frothier and risker they become.
April 01, 2011
Dollars and Dissent: What Regime Changes in MENA Countries Mean for InvestorsFew would disagree that the uprisings that ousted the leaders of Tunisia and Egypt have underscored the pressing desire of the people there for democracy, transparency and the right to a more equitable life.
April 01, 2011
As Global Crises Ebb, Now's Good Time to Invest in VIX, SunGard’s Wormald SaysNow may be a good time for risk managers to think about trading off the VIX volatility index, says Laurence Wormald, SunGard Financial Systems' head of research.
April 01, 2011
Coal: Picking Up SteamPaul Forward, CFA Stifel Nicolaus 443-224-1379 [email protected] U.S. coal production was up 3.7% year over year (y/y) in the week ended February 12,…
April 01, 2011
India's EmergenceIn recent years, India has emerged as a prime focus of interest for international investors. This interest has risen along with Indian share prices. The…
March 31, 2011
The lost art of earning a warm introductionAcquiring referrals is important, but gaining a warm introduction, or bridge, is even better.
March 31, 2011
Moody's Revised MMF Rating Proposal Still Faces ScrutinyMarket participants are objecting to a proposal by Moody’s Investor Service to rate money market funds by partially relying on a fund sponsor’s ability and willingness to support a “distressed fund”—that is, a fund that’s about to “break the buck” or is in financial distress.